magazine archive


magazine archive

Great Ideas

Right time to own Ruffer as inflation pressures mount

Thursday 14 Oct 2021

RUFFER INVESTMENT COMPANY ( RICA ) 293p Gain to date: 2% Original entry point: Buy at 287.25p, 8 July 2021 Our bullish call on capital preservation trust Ruffer ( RICA ) is modestly in the money. Yet with inflationary pressures escalating, we’re more convinced than ever this is the right time to...

EasyJet shares are underpricing the airline’s recovery potential

Thursday 14 Oct 2021

It’s perceived wisdom that ever since the Wright Brothers took to the skies over a century ago the airline industry hasn’t turned a profit. For every boom there has been a more severe bust which has wiped out earnings leaving the industry in net losses. Having said that, until the arrival of the...

The fund that seeks to defend against inflation

Thursday 14 Oct 2021

We could be about to enter a trickier period for stock markets as risks around slowing economic growth and rising prices mount. A fund which maintains exposure to shares with long-term growth potential and with exposure to more defensive bonds looks like a good option. Latitude Horizon (BG1TMR8)...

Hotel Chocolat beats expectations on web sales surge

Thursday 07 Oct 2021

HOTEL CHOCOLAT ( HOTC:AIM ) 437.5p Gain to date: 17.9% Original entry point: Buy at 371p, 29 July 2021 Our bullish call on luxury chocolatier Hotel Chocolat ( HOTC:AIM ) is performing very strongly despite a challenging backdrop. The shares were marked higher on forecast-beating full year earnings...

Aurora should benefit if value comes back into fashion again

Thursday 07 Oct 2021

Aurora Investment Trust ( ARR ) 214.3p Gain to date: 26.8% Original entry point: Buy at 169p, 22 October 2020 A rotation out of value and back into growth saw our gains on Aurora Investment Trust ( ARR ) eroded in recent months but signs that bargain stocks are back in favour could help reverse...

Euromoney looks smart as it reaps benefits of earlier deals

Thursday 07 Oct 2021

There are three reasons why shares in media group Euromoney Institutional Investor ( ERM ) are worth buying now. First, it is reaping the benefits from a series of bolt-on acquisitions and a rise in subscriptions from its data services. Second, this success was reflected in a recent trading update...

Use Slater fund to find growth at a reasonable price

Thursday 07 Oct 2021

Rising inflation expectations means that growth-hungry investors will need to be increasingly discerning and disciplined in terms of their stock picking in the months ahead. One sensible solution is to invest in a fund where the manager has pedigree in backing dynamic growth companies without...

Shares’ top picks for 2021: still outperforming

Thursday 07 Oct 2021

Despite a fuel crisis, ongoing inflation worries and the end to the furlough scheme, Shares ’ top picks for 2021 continue to outperform the wider stock market. But while the FTSE All-Share index ultimately did very little during the third quarter, adding just 44 points, or about 1.1%, our 12-stock...

Blue Prism takeover not done deal yet

Thursday 30 Sep 2021

Blue Prism ( PRSM:AIM ) £11.70 Gain to date: 50.3% Original entry point: Buy at 778.5p, 15 July 2021 Investors may be disappointed by the takeover terms for robotic process automation firm Blue Prism ( PRSM:AIM ) . The £1.1 billion deal agreed with Vista Equity Partners fell short hoped for levels...

Merchants Trust: 5.1% yield and a history of beating the market

Thursday 30 Sep 2021

There are three principal reasons why we believe investment trust Merchants Trust ( MRCH ) is a great stock to own. First, the recently published half-year results demonstrated the merits of manager Simon Gergel’s investment approach. This involves searching for attractively valued companies with...

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